Team

Vincent J. Montanti, ChFC®, CLU®, REBC®

President & CEO

Vince began his professional career in Finance in 1969 after he served as a Staff Engineer for Nuclear Service and Construction Company and then as a Vice President in his dad's ship repair and construction business, which at one time employed over 2000 men and women.

After recognizing that there were more opportunities to help his Dad outside the construction business (specifically designing and developing a retirement Plan for his Dad outside the business), he entered the Finance program at the American College, with a strong emphasis on Retirement Planning and Wealth Management.

He partnered up with a Financial Consulting Firm (CIGNA) in 1969, which formed the foundation for Vince's consulting business, Montanti Advisory Services, Inc.

Vincent J. Montanti is also an established author, whose articles on financial subjects of interest to his clients have appeared in national magazines. Simply click on the title of your choice to download a copy of your review.

Please note: These articles are archived content and may contain information that is no longer current. Therefore, the information in these articles should not be relied upon as accurate or complete.

Vince began his career in the start of 2007 working at Merrill Lynch in Jacksonville, Florida as a Financial Advisor. Vince earned his Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). He received his BSBA in Finance from the University of Florida and graduated as MAGMA Cum Laude from the Penn State University MBA Program.

He is a member of National Association of Plan Advisors (NAPA) and was nominated for NAPA's Top Retirement Plan Advisors Under 40.*

Vince is to continue legacy of his Dad's practice and carry out the same principles that were the foundation over 45 years ago.

In the meantime, he is humbled and honored to work side by side with his partner and Dad,"Big Vince".

*NAPA Top Retirement Plan Advisors Under 40 - Established in 2014, this list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review, and voted on by thousands in the retirement plan industry. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

This communication is strictly intended for individuals residing in the states of FL, NY, NJ, NC, LA, MO, TX, GA, MS. No offers may be made or accepted from any resident outside the specific states referenced.